As a seasoned Certified Financial Planner® with over 13 years of industry experience, Mike brings objective insight to help his clients effectively address their most important financial priorities. He provides customized advice and investment strategies to affluent individuals, multi-generational families, and small business owners in Massachusetts and across the country. His holistic approach to financial management includes a thorough planning process and personalized strategies for his clients.
Mike is a graduate of UMASS-Dartmouth, where he earned a Bachelor of Science in Finance. Prior to forming Mercantile Private Wealth Management, Mike was a Vice President of Investments at Morgan Stanley.
Mike has been recognized by Forbes as a “Next-Gen Best-In-State Wealth Advisor” in 2019. He is actively involved in the community, serving on the Board of Directors for Canines for Disabled Kids, as well as coaching youth Baseball.
Mike lives in Paxton with his wife, Stephanie, and their three children.